AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.02B
AUM Growth
-$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$18.3M
3
+$11.4M
4
NN icon
NextNav
NN
+$10.9M
5
SF icon
Stifel
SF
+$10.6M

Top Sells

1
+$173M
2
+$106M
3
+$43M
4
KSS icon
Kohl's
KSS
+$35.8M
5
CVS icon
CVS Health
CVS
+$22.4M

Sector Composition

1 Industrials 17.36%
2 Technology 14.54%
3 Financials 8.22%
4 Consumer Discretionary 7.44%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.32M 0.03%
9,585
+215
327
$1.32M 0.03%
53,269
+4,444
328
$1.32M 0.03%
5,133
+2,117
329
$1.29M 0.03%
122,284
-13,407
330
$1.28M 0.03%
44,290
-64,154
331
$1.28M 0.03%
519,675
+47,287
332
$1.27M 0.03%
4,939
+188
333
$1.23M 0.03%
87,805
-11,407
334
$1.21M 0.03%
22,300
335
$1.19M 0.03%
83,760
-12,150
336
$1.18M 0.03%
751
-7
337
$1.18M 0.03%
16,856
-16,933
338
$1.16M 0.03%
6,816
-6,826
339
$1.15M 0.03%
19,571
-23,282
340
$1.14M 0.03%
40,813
-932
341
$1.14M 0.03%
45,083
+29,849
342
$1.11M 0.03%
44,140
-688
343
$1.11M 0.03%
11,349
-536
344
$1.11M 0.03%
21,240
+10,637
345
$1.1M 0.03%
5,599
-769
346
$1.1M 0.03%
23,256
-6,339
347
$1.09M 0.03%
21,780
348
$1.09M 0.03%
113,810
349
$1.09M 0.03%
17,410
350
$1.08M 0.03%
2,393
-21
12 13
14
15 16